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IberiaBank Portfolio holdings

AUM $849M
1-Year Est. Return 10.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$224M
AUM Growth
+$926K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.6M
3
+$2.57M
4
WFC icon
Wells Fargo
WFC
+$1.48M
5
XOM icon
Exxon Mobil
XOM
+$1.45M

Top Sells

1
+$3.18M
2
+$2.4M
3
+$2.36M
4
BND icon
Vanguard Total Bond Market
BND
+$2.26M
5
DUK icon
Duke Energy
DUK
+$998K

Sector Composition

1 Technology 15.66%
2 Financials 13.9%
3 Healthcare 11%
4 Consumer Staples 10.91%
5 Industrials 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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202
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203
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-9,143
204
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205
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-254
206
– –
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207
– –
-2,900
208
– –
-3,301
209
– –
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210
– –
-5,148
211
– –
-6,000
212
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213
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214
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-23,354
215
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-16,040
216
– –
-2,737
5 6 7 8
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